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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,149 | $29,736-8.7% | $56,033-51.5% | $80,935-66.5% |
| Participation rate | 95.7% | 41.7%+54.0pp | 52.5%+43.3pp | 67.7%+28.1pp |
| Annual return | 14.19% | 35.28%-21.1pp | 1711.38%-1697.2pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,449 | $671+413.6% | $1,041+231.3% | $2,757+25.1% |
| Participant deferral / active EE | $2,478 | $1,228+101.7% | $1,954+26.8% | $4,299-42.4% |
| Admin fee / account holder | $1,217 | $2,434-50.0% | $2,827-57.0% | $6,924-82.4% |